Referral Program Email Flow Checklist Form
Use this form to track and verify each step of your referral program email workflow. Complete all checklist items to ensure operational accuracy. Title: Referral Program Email Flow Checklist.
Workflow Name or ID
*
Referral Campaign or Segment
*
Responsible Team Member
Target Audience Description
Initial Outreach Email Sent
Completed
Follow-up Email(s) Sent
Completed
Reminder Email(s) Sent
Completed
Referral Incentive Email Sent
Completed
Scheduled Send Dates for Each Step
Overall Email Flow Completion Status
All Steps Completed
Submit Checklist
Should be Empty: